Institutional Ownership Dimensional ETF Tr (DFAX)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAX). We have compiled data on the 527 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $5.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
42,769
shares
|
$1.09 Million
0.83% of portfolio
|
Q4 2024
Added 286.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
42,624
shares
|
$1.09 Million
0.23% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,109
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
41,215
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
40,354
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
40,106
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
39,375
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
39,133
shares
|
$999,456
0.5% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,889
shares
|
$993,225
0.01% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
38,726
shares
|
$989,062
0.26% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
38,498
shares
|
$983,238
0.04% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
38,361
shares
|
$979,739
0.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
38,247
shares
|
$976,828
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
38,077
shares
|
$972,486
0.03% of portfolio
|
Q3 2023
Added 6.27%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
37,989
shares
|
$970,239
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
37,921
shares
|
$968,502
0.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
37,662
shares
|
$961,887
0.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
37,169
shares
|
$949,296
0.0% of portfolio
|
Q3 2024
Added 133.59%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
36,986
shares
|
$944,622
0.02% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,892
shares
|
$942,221
0.22% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
36,839
shares
|
$940,868
0.33% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
36,386
shares
|
$929,298
0.35% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
36,369
shares
|
$928,864
0.59% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
36,335
shares
|
$927,995
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,138
shares
|
$922,964
0.04% of portfolio
|
Q3 2024
New holding
|